Publications

Gain insights into topical issues through our wide range of CPD-accredited publications.

How to analyse auto-enrolment default funds Content only accessible to registered users

January 2017

How to analyse auto-enrolment default funds is a CPD accredited document that highlights the factors advisers need to consider and understand when reviewing a default pension fund for their clients.

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Professionals' guide to drawdown Content only accessible to registered users

September 2016

The Professionals' guide to drawdown from Defaqto, forms an independent guide to advising on drawing income from pension savings and updating the changes that have occurred and their impact since the last update produced in 2015. It is also CPD accredited so readers can record their reading and learning on their CPD logs.

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Hybrid solutions – an innovation in retirement planning Content only accessible to registered users

May 2016

While drawdown has been with us for over two decades, it has typically been high net worth clients who have benefitted. Now retirees with more modest pension savings are discovering the possibility of a more flexible retirement, and providers are starting to offer packaged solutions to meet their needs. 

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The case for hybrid: simplicity, flexibility, security Content only accessible to registered users

March 2016

Providing retirement solutions for the high net worth investor is a natural market for the financial adviser community. Advisers are familiar with the need to balance competing personal and financial objectives, whilst taking account of present day and future priorities, and weighing up income, capital and inheritance taxation issues.

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Relevant life – case study Content only accessible to registered users

January 2016

This case study is an independent CPD-accredited resource for advisers that sets out the opportunities relevant life has to offer and illustrates through a series of case study scenarios just how relevant life can be used in a variety of circumstances to better serve clients. 

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